140 William Street
Melbourne, VIC 3000
Certified Financial Planner with ESSSuper
Hello, I'm Natalie and I'm passionate about helping people achieve financial independence and peace of mind through sensible, tailored and compassionate advice.
I've worked with many clients over 20 years and one observation I can share is that all clients have unique needs, goals and objectives.
Money can be a sensitive topic and it's important not only to focus on minimising fees and maximising superannuation and investment returns, it's about partnering with the right Adviser that understands you and puts you first.
My expertise is Superannuation and Retirement Planning including options for Defined Benefit members as well as Investment Planning, Wealth Accumulation and Cashflow Management.
I can tailor my services to include end to end administration including Centrelink Age Pension applications.
Whether you are facing a particular transition in life such as retirement, redundancy or separation, or you simply want to put in place steps to optimise your future wealth and understand where you are headed, I would love to hear from you.